About the smallcase
A simple, low-cost strategy is to allocate 60% of the portfolio to equities and 40% to bonds.
The equity part of the portfolio is divided equally into large-caps and mid-caps. This is to provide a solid base with large caps to the portfolio but also provide an avenue for outperformance with mid-caps over the long run.
The bond allocation helps with managing market volatility and providing stability to the portfolio.
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Methodology
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Factsheet
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Past Performance vs
Equity Large Cap
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.